Hi - when I click the plus sign on a date (Year) field, it then drill downs to a quarter view. However, I cannot go back to the original year view.

It appears that I have a setting wrong or something because I have never had this issue before. Usually when I click the plus sign, another bill in created on the same shelf. Right now my YEAR pill will just change to a QUARTER pill. The second pill doesn't show up.

I had already tried changing the pill from continuous to discrete. That does not change anything. I still do not get the drill up capability. I have used this feature many times before in v7, this was my first time in v8 so I wasn't sure if something had changed. Maybe I'll try rebuilding the worksheet, something may have gone haywire.

The drill down or drill up capabilities are only going to work from the Starting Point of your hierarchy, in terms of what you place on the Shelf first. So, you can't place WEEK(Date) as the first pill and expect it to drill up; you'd need to start with the highest level of the hierarchy. I believe this may be what is confusing you.

Week is not part of the built-in Tableau hierarchy so obviously you've built your own hierarchy. You could save us all a great deal of time guessing at this, if you would post a packaged workbook with sample data. Or at the very least post a screenshot of your entire screen including the hierarchy you've created.

Thanks for the help guys. I thought this was going to be a quick fix but turning out to be more. I did not create a custom hierarchy so I'm not sure what the issue is. I will need to do some more research and report back.

The drill down or drill up capabilities are only going to work from the Starting Point of your hierarchy, in terms of what you place on the Shelf first. So, you can't place WEEK(Date) as the first pill and expect it to drill up; you'd need to start with the highest level of the hierarchy. I believe this may be what is confusing you.

Yes I did. I am only expecting to be able to drill up after I click the plus sign on the WEEK and the pill changes the view to Days. I can drill down no problem - Week - Day - Hour - Minute. I just have no way of getting back to the beginning.

Maybe it has to do with the fact that I am using "Week Number" from the standard date options? That was what I was going to do some more research on.

Now that I understand what you have done, I can confirm that this is in fact how this does work. And I do not know of any setting you can change to make it function differently. I had never noticed this before.

Anyway as a workaround, in the attached workbook I set up a hierarchy that functions the way you seem to want.

--Shawn

PS: In the future you can save us all a lot of time by using the Superstore data to create your issue. Thanks.